Opportunities Across the Cap Spectrum 6 August 2021 We recently asked portfolio managers Chris Welch, CFA, and Aaron Monroe, CFA, about their thoughts on the current market environment and where they are finding investment opportunities. Read
Small Cap Portfolio Managers Chris Welch, CFA & Aaron Monroe, CFA 18 February 2020 Chris Welch, CFA and Aaron Monroe, CFA discuss their first year as co-portfolio managers for the Small Cap strategy, sharing their thoughts on decision making in the co-PM structure, cash levels, and concentration within the portfolio. Listen